Identify two or three good performance companies and justify the investment motivation for the industry and the companies

Assignment task:
As a trainee analyst in a London investment company, you are tasked to conduct stock market performance analyses and produce a report to the investment manager to identify some key factors that affect share performance. The investment manager is keen to make significant investment in companies and industries that thrive in the current COVID-19 market environment and ask you to do some research in this area.
You are to identify two companies in one industry that perform well under COVID-19 investment environment. In your report, please include the following:
Identify two or three good performance companies and justify the investment motivation for the industry and the companies (suggested words: 200 words)